We are currently recruiting for a National Financial Planning company that are looking to recruit 2 IFA Administrators to join their team. This will be a home-based role but you may be required to go to the office on the odd occasion. This is a great opportunity to join a highly regarded Financial Planning practice.
Candidates skills
Provide high-quality support to our AdvisersAssist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product researchPrepare and issue client reviews including obtaining product specific information eg switch fees and funds available and chargesWork with FE analyticsCo-ordinate the issuing of client advice, client correspondence and enclosuresProcess new business through to conclusionWork with Platform sites Qualities
Excellent communication skills, both verbal and writt...